See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,975 | $91,190-92.4% | $178,490-96.1% | $79,858-91.3% |
| Participation rate | 52.9% | 69.2%-16.3pp | 81.9%-29.1pp | 69.6%-16.8pp |
| Annual return | 145.47% | 24.19%+121.3pp | 151.07%-5.6pp | 31.71%+113.8pp |
| Employer contribution / active EE | $614 | $3,256-81.2% | $5,011-87.8% | $2,471-75.2% |
| Participant deferral / active EE | $1,530 | $3,236-52.7% | $5,202-70.6% | $3,740-59.1% |
| Admin fee / account holder | $57 | $6,751-99.2% | $13,984-99.6% | $5,306-98.9% |